Milestone Partners

Overview

Milestone Partners is a private equity firm that partners with management to invest in leveraged buyouts and recapitalizations of lower middle-market businesses. The firm focuses on control equity investments in established operating companies, primarily within the Financial Solutions and Technology sectors. Since its founding in 1995, Milestone has managed over $650 million in original capital commitments and completed more than 100 transactions totaling over $3.5 billion in value. The firm is based in suburban Philadelphia, Pennsylvania, and operates with a cohesive team of 15 professionals with diverse backgrounds. Milestone's investment strategy targets companies with revenues between $10 million and $250 million and EBITDA or pre-tax earnings of $3 million to $50 million. The firm has a history of successful exits, including the sale of Blaschak Anthracite in July 2024 and Image API in December 2024. Milestone's approach emphasizes collaboration with management teams to identify and execute growth strategies, leveraging its industry expertise and operational resources to accelerate growth and deliver positive outcomes for both management teams and limited partners. The firm's portfolio includes companies across various sectors, reflecting its broad investment focus and commitment to value creation through strategic partnerships and operational improvements.

Investment Focus

• Established operating businesses
• Control equity investments
• Revenues between $10 million and $250 million
• EBITDA or pre-tax earnings between $3 million and $50 million

Portfolio Companies